See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,373 | $100,852-47.1% | $90,404-41.0% | $158,922-66.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 9.12% | 1724.20%-1715.1pp | 1293.02%-1283.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $7,194 | $3,689+95.0% | $3,262+120.6% | $4,761+51.1% |
| Participant deferral / active EE | $3,839 | $4,348-11.7% | $3,963-3.1% | $5,982-35.8% |
| Admin fee / account holder | $80 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |